Client Onboarding Implementation Manager Associate

JPMorganChase; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health care benefits

Retirement plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking a Client Onboarding Associate in Plano to lead onboarding initiatives, coordinating with teams to deliver seamless transitions to our banking platform. The role focuses on strong client relationships, issue resolution, and continual process improvement across onboarding programs.

Travel up to 10% may be required, and the team emphasizes collaboration and inclusive growth. You will leverage project management skills to ensure timely onboarding and contribute to a dynamic

Qualifications

• 1+ years of experience managing and executing strategic initiatives.
• Proven ability to lead client onboarding processes, especially transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management to foster collaboration.
• Experience driving continuous improvement in operating platforms using design thinking.
• Proficiency in data and tech literacy, willingness to learn new technologies.

Responsibilities

• Lead the execution of client onboarding initiatives to ensure smooth transitions to the Chase banking platform.
• Analyze and resolve complex onboarding issues, ensuring compliance with standards and policies.
• Use emotional intelligence to manage conflicts and build trust with clients and team members.
• Drive innovation and design thinking to improve onboarding efficiency and resilience.
• Plan and organize day-to-day team activities within procedures and policies.

Skills

Project management

Client onboarding

Conflict management

Continuous improvement

Data literacy

Job description

Job Description

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

Job Description

Embark on a rewarding journey as a Client Onboarding Associate at JP Morgan Chase, where you'll lead the charge in delivering exceptional treasury and banking product implementations. Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction. Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.

Job Responsibilities

• Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
• Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
• Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
• Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
• Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.

Required Qualifications, Capabilities And Skills

• 1+ years of experience in managing and executing strategic initiatives in a professional field.
• Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
• Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
• Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
• Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.

Preferred Qualifications, Capabilities And Skills

• Utilize presentation skills to clearly communicate onboarding procedures and updates to clients and stakeholders.
• Oversee project management activities to ensure timely and successful client onboarding.
• Maintain anti-fraud awareness to safeguard the onboarding process against potential threats.
• Foster digital literacy within the team to leverage technology in the onboarding process.
• Implement cybersecurity measures to protect client data during the onboarding process.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (10%) to visit clients and internal partners.

Please note this role is not eligible for employer immigration sponsorship.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.